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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,959 | $125,797-77.8% | $170,028-83.6% | $75,181-62.8% |
| Participation rate | 62.5% | 83.6%-21.1pp | 87.0%-24.5pp | 67.2%-4.7pp |
| Annual return | 26.82% | 27.20%-0.4pp | 53.39%-26.6pp | 160.69%-133.9pp |
| Employer contribution / active EE | $2,357 | $4,616-48.9% | $6,788-65.3% | $2,671-11.7% |
| Participant deferral / active EE | $5,496 | $6,838-19.6% | $10,409-47.2% | $4,126+33.2% |
| Admin fee / account holder | $3,288 | $8,177-59.8% | $12,820-74.4% | $5,650-41.8% |